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The Quarterly Planning Meeting

A Quarterly Planning Meeting* can be a valuable day for your team to review their accomplishments and plan for the future. Although some of these topics will be touched on during the meeting, in order to get the most out of your time, there are a few items that should be prepared before selecting "start meeting".

Clean up the Short-Term Issues List

  • Short-term Issues* are indented to be the Issues discussed throughout the quarter.

  • The remaining Issues at the end of the quarter should be archived, merged, and/or moved to the Long-term Issues* list if they are still relevant.

  • This can ideally occur during the Raise, Discuss, Resolve (RDR)* portion of the last Weekly Meeting* for the quarter.

Review the Vision Tool and Create Long-Term Issues

  • Understand the team's Vision* in preparation for the Quarterly Session*

  • Create Long-term Issues* out of anything that needs adjustment, is missing, or no longer makes sense.

Review the Responsibilities Chart and Create Long-Term Issues

  • Create Long-term Issues* about any structural changes that will need to be made.

  • Will seats be added?

  • Will seats be changed?

Make Issues of what you learned from your Rocks

  • If a Rock* is incomplete, what more needs to be done?

  • Even if a Rock* is complete, have any new Issues* come up?

  • Did something change requiring further consideration?

Prepare Yourself

  • Quarterly Sessions* are lengthy meetings requiring everyone's full engagement.

  • Prepare yourself both mentally and physically (sleep well, eat well, and be well).

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